BHPW
CHI

Beverly Hills Private Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Beverly Hills Private Wealth’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,820
Closed -$129K – 339
2024
Q4 		$129K Buy
10,820
+254
+2% +$3.03K 0.03% 327
2024
Q3 		$123K Buy
10,566
+255
+2% +$2.97K 0.02% 333
2024
Q2 		$120K Buy
10,311
+255
+3% +$2.97K 0.03% 343
2024
Q1 		$114K Buy
+10,056
New +$114K 0.03% 351